🚨The market continues to price Broadcom as one of the main winners of AI infrastructure.

🚀In Q2 FY2026, the company reported AI semiconductor revenue of $10.8B, up +143% year-over-year, and also gave guidance for the next quarter. This is a very strong fundamental for bullish reactions in these firms.

👉A series of fresh AI partnerships and product announcements are also helping. In recent weeks, Broadcom announced:

➡️A collaboration with OpenAI on an AI processor and a multi-generational compute platform,

➡️A platform with Apollo and Blackstone to accelerate more than 20 GW of AI deployments, including projects for frontier AI labs like OpenAI and Anthropic,

➡️An expanded partnership with Meta on custom AI silicon.

The market apparently started pricing this into the numbers today.

If you'd like to learn more about this stock, I've also made a separate video where I discuss the company's fundamentals in a bit more detail.